Salesforce startup company feedback
June 27, 2017

Salesforce startup company feedback

Liz Fulham | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Professional

Modules Used

  • SalesCloud

Overall Satisfaction with Salesforce.com

We are small company. My sales team uses Salesforce as the best CRM. The reason why we love salesforce is that our customers also use Salesforce which helps us to understand their requirements on how to export sales leads from our eCommerce sales lead platform - www.salesOptimize.com to their CRM.
  • We use the SalesForce API to send our leads directly from SalesOptimize to Safesforce.
  • I like the Campaigns report to see the latest stage of our opportunity.
  • I like the fact that I can change the opportunity format which works but [is] better on our sales process cycle.
  • It is not great to have to pay annually when you are just a small company.
  • We get too much duplication on leads when more than 2 contacts in one company sign up on our trials. I wish Salesforce could put both contacts into one opportunity directly.
  • It would be great to bulk a lot of opportunities directly vs. doing one by one.
  • My marketing team goes crazy as not all the contacts are in the opportunities as some are only available on Accounts.
  • None to be honest. There is no scoring on leads so sales people don't know which one to chase and win.
  • There is no warming when someone is burning too many leads or taking too long to close a lead.
I pick Salesforce because this was what my customers are using. Previously I was using Close.io however, the reports were very poor. Also the call phone numbers were also wrong as the default numbers were US +011 vs. IE +353.
Salesforce is a good sales tool for companies that have an inside sales team. It is not a good tool for companies to manage their renewals or upsells as the reports can be very confusing.

Salesforce Sales Cloud Feature Ratings

Customer data management / contact management
3
Workflow management
7
Territory management
5
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
3
Contract management
4
Quote & order management
5
Interaction tracking
6
Channel / partner relationship management
3
Lead management
5
Email marketing
3
Task management
5
Reporting
5
Forecasting
3
Pipeline visualization
4
Customizable reports
4
Custom fields
10
Custom objects
7
API for custom integration
10
Role-based user permissions
8
Single sign-on capability
10
Social data
2
Social engagement
3
Marketing automation
9
Mobile access
4